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11-3031.01Market Standard — pending BLS/OEWS enrichment

Treasurers and Controllers

Direct financial activities, such as planning, procurement, and investments for all or part of an organization.

Primary Directive

Ensure effective financial management and compliance within the organization.

Execution Steps
  1. 1

    Evaluate funding and investment needs

    Assess the organization's financial requirements and recommend appropriate funding and investment strategies.

  2. 2

    Delegate financial authority

    Assign responsibilities for managing funds, securities, and financial instruments to appropriate personnel.

  3. 3

    Monitor financial compliance

    Oversee financial activities to ensure adherence to legal and regulatory standards.

  4. 4

    Prepare financial reports

    Generate and review financial statements and reports for management and regulatory agencies.

  5. 5

    Lead financial training

    Conduct training sessions for staff on budgeting and financial management practices.

Toolbox Requirements
Hypertext markup language HTMLIntuit QuickBooksMicrosoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft ProjectMicrosoft WordOracle PeopleSoftOracle Primavera Enterprise Project Portfolio ManagementSAP softwareStructured query language SQLYardi software

Free — no credit card required. 200 messages included.

Treasurers and Controllers — SAL